Looking at Iran's preemptive proposal, they must be feeling the pressure.

When Trump presented a humiliating agreement to Iran, they rejected it, perhaps thinking it was an opportunity.
They likely assumed Trump would back down because of the midterm elections...
But Trump gave up on the midterms and continued to tighten the squeeze on Iran.
As experts say, if the oil fields continue to be blocked until December, the production will be halted, and they will need to drill new wells—but does Iran have the money to drill new ones?
On top of that, while they have been receiving support from China and Russia via land routes and the Black Sea, Middle Eastern countries are forming an alliance to block even those land routes.
The difference between Iran and North Korea is that North Korea is closely tied to China and Russia.
Even if it's annoying, North Korea is the frontline of the "Red Team" and cannot be abandoned, but Iran is too far away to help and isn't a country of such strategic necessity as North Korea.
If it's about crude oil, Russia has more than enough (though they can't use it much due to the drone situation).
If oil prices drop, tech stocks will rally, and if oil prices rise, commodities will go up, so in times like this, it's most comfortable to hold both.